Sojan Thomas Email & Phone Number

London, England, United Kingdom

• Managed portfolio of over 200 clients, providing personalized banking solutions and financial advice.• Provide exceptional customer services as a frontline support by face to face, telephone and email interactions.• Managed daily office operations, including scheduling, correspondence, file management and prioritising tasks.• Provide support to the colleague to complete the administration task.• Trained new hires on bank policies, procedures, and customer service best practices.• Provided customer service by addressing client enquiries and resolving issues related to accounts, transactions, and banking products.• Conducted financial assessments and recommended appropriate banking products and services, including loans, mortgages, and investment options.• Assisted clients with account management, transactions, and resolving banking issues promptly and efficiently.• Handling duties such as cashier, Clearing cheques, Faster payment, CHAPS, SWIFT, Bank transfer, deposits, withdrawals, and loan payments, ensuring accuracy and compliance with banking• Managing client bank accounts, including overseeing transactions(NRE, NRO, Repatriation etc.• Signing on new clients and helping them through the on boarding process.• Identifying new clients who are eligible for Fixed deposits, Cash ISA's, mortgage, safety deposit boxes, Business accounts etc.• Practice data protection of clients details, due diligence and periodic review of accounts, KYC compliance.• Participated in community outreach programs to promote bank services and financial education

Ernakulam, Kerala, India

• Primary duties include providing exceptional customer services with their bank accounts, selling the bank’s financial products & services and creating long-term business relationships with clients.• Completing administration task by prioritising duties and file management• Answering customer queries, attending inbound & outbound calls, and replaying to the email queries.• AML & KYC Compliance• Handling branch operations such as cashier, clearing of cheques, RTGS, NEFT and Intrabank Transfer• Foreign Exchange transactions(Export, Import, Foreign Loans ,FLC ,BG )• Documentation in respect with mortgage customers• Present and sell banking services and products to existing and prospective clients.• Managing client bank accounts, including account opening, safety boxes and deposits.• Identifying new clients and generating leads from existing clients.• Cross selling of Credit cards, Insurances and etc.